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Best financial advisors in San Fernando, CA

Registered advisers within 25 miles of San Fernando, CA.

Offices
2,177
Firms
1,036
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,816 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

SCHAUER INVESTMENT MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH MANAGEMENT
PAUL EDWARD FRITCH CPA
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
J K R & COMPANY, INC.
CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MILLENNIUM INVESTMENT SERVICES

Investors

Kyle James Schauer
William Christian Fowls
CRAIG SCHAUER
Ramez Haddad
BARRY IRA HOROWITZ
PAUL EDWARD FRITCH
STEVE DOUGLAS BAKER
Ronald Gary Mann
Sevada Zadooryan
MICHAEL MOGHTADER
Megan Mendez
CAROLYN JILL CAMPBELL
MICHAEL DAVID SUTHERLAND
LUSINE LUCY GABRIELYAN
JOHN FREDERICK PIERACCI
Jay Pernsten Henriksen
JAMES ANDREW ELLIS
FREDERICK JAMES PIERACCI
JOHN PATRICK VORGITCH
JASMINA ADRIANNE LUJAN
JENNIFER J CURRY
KERRY ANN MORRIS
Arda Kara Thomas
AFRIN AHMED
Margaret Geraldine Chamberlain
MICHAEL JAMES CHIBIDAKIS
FRED BERNE MCNEELY
Juan Alberto Escobar
ANTHONY MICHAEL REED

Within 25 miles of San Fernando, CA, Best Investors lists 1,036 registered investment advisory firms with 2,177 offices nearby, managing about $27.5T in combined regulatory AUM across 3,498,816 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Fernando

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM